Understand where AI, rules-based automation and human judgment belong in one business workflow before investing in implementation.

This diagnostic suits software teams and agencies dealing with repetitive work, fragmented tools, unclear handoffs or uncertainty about what to automate.

What you receive: • A current-state workflow map showing steps, ownership, inputs and handoffs. • An opportunity matrix identifying suitable uses of AI, rules-based automation and manual work. • Human review and approval points. • Key risks, dependencies and missing information. • A proposed Phase-1 workflow with relevant tool touchpoints. • A practical implementation sequence and measurement plan. • Clear recommendations on what should not be automated yet.

How it works: Share the workflow’s purpose, current steps, tools, people involved and examples of recurring problems. We agree the workflow boundary and supporting materials before the review begins. Redacted examples are welcome.

The engagement covers one agreed workflow. Delivery timing is confirmed before payment, and work begins once payment and the required inputs are complete.

This is an assessment and implementation plan. Building integrations, configuring tools, developing AI agents, purchasing software and ongoing implementation support are excluded and can be scoped separately.